GREAT VALLEY ADVISOR GROUP, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,642,936
-8.6%
55,909
-3.3%
0.48%
-9.6%
Q2 2023$12,733,607
+4.2%
57,840
-0.2%
0.53%
-6.3%
Q1 2023$12,218,647
-4.2%
57,928
-7.4%
0.57%
-12.6%
Q4 2022$12,751,699
+9.2%
62,567
+0.7%
0.65%
-0.3%
Q3 2022$11,678,000
-10.3%
62,125
-6.1%
0.65%
-8.7%
Q2 2022$13,025,000
+32.9%
66,126
+64.9%
0.72%
+25.4%
Q1 2022$9,799,000
-2.3%
40,093
-0.7%
0.57%
-7.9%
Q4 2021$10,026,000
+5.1%
40,384
+0.2%
0.62%
-5.6%
Q3 2021$9,538,000
+2.8%
40,286
+0.5%
0.66%
-4.2%
Q2 2021$9,278,000
+146.1%
40,066
+135.2%
0.69%
+89.0%
Q1 2021$3,770,000
+8.7%
17,033
+1.5%
0.36%
+1.1%
Q4 2020$3,469,000
+18.3%
16,778
+0.9%
0.36%
-0.3%
Q3 2020$2,932,000
+16.3%
16,632
+8.2%
0.36%
-12.8%
Q2 2020$2,521,000
+49.6%
15,376
+20.2%
0.41%
-7.4%
Q1 2020$1,685,000
-25.7%
12,795
+0.6%
0.45%
-11.7%
Q4 2019$2,267,000
+8.8%
12,722
+2.3%
0.50%
+0.4%
Q3 2019$2,084,000
+0.7%
12,430
+0.5%
0.50%
-3.3%
Q2 2019$2,069,00012,3740.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders